Close the books faster and forecast with confidence from one dashboard. Why let month-end reporting drain your team when AI can surface cash position, margin trends, and client-level KPIs in seconds?
What finance teams need
Automated report building, predictive forecasting, real-time KPI tracking, and board-ready exports sit side by side. That means fewer late nights, fewer manual reconciliations, and far less rework. Sounds better already, doesn’t it?
Pull live data from Xero, QuickBooks, Sage, or core banking systems and keep every report in sync.
Build P&L, balance sheet, and client packs with drag-and-drop components. Need a new view for a partner meeting? Create it once, reuse it forever.
Our models project revenue and cash flow with up to 96% accuracy. What could that change for your planning cycle?
Type a question, get a chart. No SQL, no waiting, no back-and-forth with analysts.
Traffic-light indicators show the numbers that need attention before they become a problem.
Send secure PDFs and shareable views that directors can read in a meeting, not after it.
Natural language demo
Imagine a partner asking, “What is our cash position next quarter?” and seeing an instant answer. That’s the point. It shortens meetings, speeds up decision-making, and makes your analysts look very, very good.
Forecast accuracy in modelled scenarios
Suggested queries
Case study
They were buried in Excel files, chasing client numbers and reformatting reports by hand. We replaced the manual workflow with automated monthly dashboards and branded PDFs. The result? Faster close cycles, clearer advisory meetings, and fewer errors slipping through at the end of the month.
Clients supported
Hours saved monthly
Retention improvement
Trusted by accountants
Clients understand the story instantly when the numbers are visual. Why spend time explaining a table when a clean dashboard does the job for you?
Claire H. — Managing Partner
A private practice in central London
See your own data in a dashboard
Give us the essentials, and we’ll build a sample client dashboard with your data, with consent, so your team can see the shape of the solution before committing. Why wait to visualise the savings?